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20130113
20130121
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and costs were pretty moderate in the fourth quarter, and i think with the -- with the change in the taxes that came through in january, usually better for staples than consumer discretionaries so hopefully we'll get good numbers from there. >> where would you be investing, peter sorrentino? you said you like the early cyclicals? what does that mean? who do you like here? >> well, really it's a wide brush right now. we like refiners, the volero of the world. marathon petroleum spun out. that's an opportunity and agriculture, companies like lindsey, adco. do like the brazilian market. the real suffered last year so a lot of companies are on sale, cozian and volley, after great opportunities for investors, considering we've got a strong theme in the emerging markets that will continue this year. >> peter, thanks for joining us, rick as always, andres and christian come back when you can stay longer. >> i will. thank you very much. >> see you later. less than an hour finishing off what's been a pretty good week for the bulls on wall street. bob pisani has been in the middle of the action and
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